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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,157 | $83,369+273.2% | $105,223+195.7% | $67,986+357.7% |
| Participation rate | 80.8% | 56.3%+24.5pp | 75.0%+5.7pp | 57.2%+23.6pp |
| Annual return | 21.14% | 24.64%-3.5pp | 180.65%-159.5pp | 31.67%-10.5pp |
| Employer contribution / active EE | $4,544 | $2,541+78.9% | $3,689+23.2% | $2,019+125.1% |
| Participant deferral / active EE | $12,205 | $3,295+270.4% | $5,072+140.6% | $3,358+263.5% |
| Admin fee / account holder | $3 | $4,073-99.9% | $8,859-100.0% | $3,203-99.9% |